Excel Expert Dashboard
Bring PivotCharts, slicers and reporting views together in an interactive Excel dashboard. Practise organising the dashboard, connecting controls and preparing reports to share, print or export.
- Level
- Expert
- Length
- Confirm when booking
- Public class size
- Up to 10
Who this course is for
- People already using Excel who need the particular skills covered in this outline
What you will work on
- Create PivotCharts
- Connect slicers to multiple datasets
- Create and configure a dashboard
- Format the dashboard
- Share dashboards with your organisation
- Print and export dashboards and reports
Before you book
The booking page currently lists four hours in its course details and two hours in its description. Confirm the scheduled duration with us before booking.
Outline checked against the Excel Expert Dashboard booking page on . Confirm any must-have feature or software version with us before registering.
Choose your starting point
A useful starting point is Excel Advanced Data Management or comparable experience. This is a suggested learning path unless an explicit requirement is listed below.
Review the topics in Excel Advanced Data Management to compare your current skills.
Browse the Excel course comparison or ask for help choosing a course.
What comes with the public course
- 90 days of course video access with class exercise files
- A free retake of the same course for one year
- A Power Concepts certificate of completion
Already registered? Use student sign-in for your account, or find course manuals and exercise files.
Excel course questions
What should I know before Excel Expert Dashboard?
A useful starting point is Excel Advanced Data Management or comparable experience. This is a suggested learning path unless an explicit requirement is listed below.
Where can I check dates and fees?
Use the course booking links on this page to see the available sessions and their current prices. Check the session time zone, delivery format, currency and tax total before completing registration.
Can my team take this training together?
Contact Power Concepts to discuss a private session. Tell us the number of learners, their current experience, the work they need to do and the software versions they use so we can recommend a suitable scope.
What certificate does the course include?
The course includes a Power Concepts certificate of completion. It is not a vendor certification exam or a professional accounting qualification.
Dates and registration
Choose a session on the booking site, then review the time zone, delivery details and final fee before registering.
Make a dashboard answer a defined question
The dashboard course focuses on PivotCharts, connected slicers, layout, sharing and output. Start with the decisions the dashboard should support and the source measures it must represent accurately.
A useful practice check is to change a slicer and confirm which visuals respond. Verify labels, reporting periods and totals before polishing the layout. The public duration information has required clarification, so confirm the current session length directly through the booking route rather than relying on an assumed duration.
Related options: Excel Training for Teams and Businesses; Excel skills assessment.
Practise the dashboard as an online workflow
Have Excel and the meeting available together, with the course files stored locally or in an approved accessible folder. During practice, select a filter and explain which figures changed. Screen sharing can make an incorrect connection or unexpected filter easier to diagnose.
Confirm the dashboard session’s actual duration before booking because the public listing contains conflicting time statements. Also check your Excel version and the starting reporting skills, especially if you have not yet built PivotTables or PivotCharts.
Related options: Excel Training for Teams and Businesses; Excel skills assessment.
Prepare the reporting foundations first
A dashboard course is easier to use when you can already recognise the source table, interpret a summary and understand a filter. Try building a small PivotTable and explaining the difference between its grand total and a filtered total. If that is new, compare Advanced Data Management first.
The suggested path is a preparation recommendation. Ask Power Concepts about your particular experience and the current dashboard outline rather than treating a generic advanced label as evidence that you must already know every dashboard technique.
Related options: Excel Training for Teams and Businesses; Excel skills assessment.
Price the dashboard course and the reporting project separately
Check the current public-session fee on the exact dashboard booking page and confirm its duration. Then estimate the time needed to adapt the learning to your own report. Course attendance does not include an assumed commitment to rebuild or maintain your organisation’s complete dashboard.
For a team quote, describe the intended viewers, data sources, refresh frequency and the decision each view should support. Those details distinguish a dashboard lesson from a larger data-preparation or reporting implementation project.
Related options: Excel Training for Teams and Businesses; Excel skills assessment.
Make an interactive dashboard explain its filters
A viewer should be able to tell which period, department or product group is selected without opening the source workbook. Include clear labels and an obvious way to return to the full view. Test combinations that produce no records as well as combinations that produce large totals.
The published dashboard outline includes slicers and dashboard configuration. A good exercise checks every displayed summary after changing a selection, so a chart that remains unchanged is investigated rather than assumed to be correct.
Related options: Excel Training for Teams and Businesses; Excel skills assessment.
Use PivotTables as a checked reporting foundation
Build the supporting PivotTables before arranging the dashboard. Reconcile their totals against a small known dataset and keep a source note for each measure. Then connect the chart and filter controls in a way a second person can inspect.
A Pivot dashboard is useful when the reporting question and data structure fit that approach. If the work begins with combining inconsistent source files or relating several tables, compare Expert Data Management as preparation for the dashboard work.
Related options: Excel Training for Teams and Businesses; Excel skills assessment.
Choose a chart by the comparison
For a time trend, preserve the order of the dates. For a comparison among categories, make differences easy to judge. For a target, show the actual value and the target definition together. Avoid choosing a chart solely because it looks more sophisticated.
Use the same small dataset in two chart designs and ask which one answers the reader’s question faster. The dashboard course includes chart-based reporting; ask for the specific visual decision you need rather than assuming every chart type is a separate course.
Related options: Excel Training for Teams and Businesses; Excel skills assessment.
Define a small dashboard project
A useful practice project has one intended viewer, one decision and a limited dataset. For example, a team lead might need to compare planned and completed work by week. Agree the definitions of planned, completed and overdue before arranging the visuals.
The project described here is a suggested exercise, not a promise about a particular class workbook. Ask whether your own safe example can be used and how much project adaptation fits within the confirmed session length.
Related options: Excel Training for Teams and Businesses; Excel skills assessment.